Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.Learn More
Business owners and professionals face special financial concerns. Kostka Taylor, L.L.C. CPAs offers qualified, professional assistance to pursue your objectives.Learn More
You can access your account information anytime, day or night. We encourage you to contact us when you have questions about your portfolio. Investment and financial planning services are offered by Donald P. Kostka and John Taylor, Jr. through their affiliation with Avantax.Learn More
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
A few strategies that may help you prepare for the cost of higher education.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Here are six flags that may make your tax return prime for an IRS audit.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Here are five facts about Social Security that are important to keep in mind.
How long does a $20 bill last?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
When do you need a will? The answer is easy: Right Now.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
$1 million in a diversified portfolio could help finance part of your retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Agent Jane Bond is on the case, cracking the code on bonds.